Who we Serve

Jake started this firm because his life's work is to support the growth of your firm and profession as a whole.

We usually work with fee-only independent advisors. Most have a passion for Life Planning, Financial Planning 3.0 and exploring the deeper meanings of money with their clients.

We work with you and your team to create a coherent overall online strategy to create a manageable digital presence.

We help financial planners and Registered Investment Advisors sculpt their digital presence. We can assist firms in areas like website strategy, social media strategy, email marketing, and paid traffic strategies. We will help your business grow and maximize your team resources through digital marketing automation, tools and best-practices.

Results

Our Clients have a digital presence that is guided by a coherent hi-tech and high-touch strategy.

Starting with your client acquisition presence, we identify your core brand strengths, help you identify exactly who you are looking to attract and then build an online digital strategy that compliments your brand and is tailored to attract your ideal clients.

With an optimized funnel you and your firm are able to leverage your time to focus on your clients and hot prospects. Prospects learn to know, like and trust you through leveraged content and effective automations, which minimize the impact on your time. With a great digital marketing strategy a prospect asks to meet with you when they are ready. Often when they experience a pain point and after they feel like they and their concerns will be served by working with you. This means that your prospect meetings are more qualified and more likely to become clients.

Clients have a suite of monitoring tools with a process to know, through data, what is working, what isn't and what needs to be changed.

Case Studies

R. is just starting his firm. He works with the 4FP Team to refine his website and online strategy. We help him define his brand, know who he is speaking to and what language is favored by both his prospects and the search engine. His website regularly builds his email list. He is becoming known as a thought leader through public presentations at industry conferences and is well on his way to being a leader of the profession.

S. wants to grow his consulting businesses. He thinks a great way to do this is by having classes that support local women in times of change. We setup a membership website, facebook pages. We get a grant for free google adwords traffic and create a couple lead magnets for him to help build his email list.

B. is a good guy who wants to both grow his practice and support his local community. He worked with the 4FP Team to incorporate membership website into his overall marketing approach with blog posts, lead magnets, Google AdWords, and feed prospects into email campaigns that engage and provide value to his prospects while taking advantage of automation.

D. is a writer and influencer. He's been writing for magazines for decades but he wasn't getting booked for as many speeches as he hoped. By working with the 4FP Team he got a plan, got on track and was able to get several speaking gigs and has an expanding body of work.

E. is a teacher, instructor and influencer. She has had many successes over her career. In some ways, too many. She was committed to three brands! After working with the 4FP team she was able to simplify her digital presence, sort through her priorities and decide how she wanted to focus her efforts for the next stage of her career.

Taking Action

Are you ready to take your business to the next level?

Would a system of automated tools save you time?

Do you want an easy to follow a plan of action that is tailored to your firm?

Do you want clients that are a cultural fit when they walk in the door? Already indoctrinated to your firm culture and eager to participate in your process?